Investment Team
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Nohemy Montes, J.D., CPFA
President, Juris Doctor, Wealth Manager
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Stanley R. Smiley, Esq.
Estate and Tax Planning Team
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Juliet A. Hendrickson, Esq.
Estate and Tax Planning Team
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David Montes
Project Manager and Business Consultant
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Jeffrey Basik, MBA
OSJ
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Garret Norris, CFP
OSJ
